Portfolio Operations Financial Analyst IV

External; North East; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading retail solutions company in the UK is seeking a Portfolio Operations Financial Analyst IV. This role requires unifying financial data and driving operational excellence across several operational areas. Responsibilities include producing monthly forecasts, maintaining forecast integrity, and leveraging Salesforce for data management. Ideal candidates must possess a Bachelor's and strong skills in financial acumen, Excel modeling, and Tableau, with at least 5 years of relevant experience. Competitive benefits included, aligned with our commitment to a diverse and inclusive workplace.

Benefits

Group health coverage

401(k) plan with company match

Generous paid holiday schedule

Qualifications

• 5+ years of experience in Sales Ops, RevOps, FP&A, or similar roles.
• Proficient in creating structured Excel models and scenario analyses.
• Experienced in translating financial data into actionable insights.

Responsibilities

• Produce the monthly operational forecast in partnership with teams.
• Maintain forecast integrity and analyze pipeline variance.
• Build and maintain program reporting that highlights performance.

Skills

Operational Analytics

Financial acumen

Excel modeling

Tableau

Salesforce

Communication and influence

Education

Bachelor's degree in Business

MBA

Tools

Tableau

Salesforce

VBA

Python

Job description

Toshiba Global Commerce Solutions is seeking a Portfolio Operations Financial Analyst IV within its Solutions Group to unify financial and operational data into a single source of truth, standardize and drive forecasting, run the division cadence with KPIs and OKRs, and instill operational excellence across Product, Professional Services and Innovation. This highly visible role sits at the intersection of Sales Operations and margin. You will play a critical role in producing the monthly operational forecast for the portfolio, keeping pipeline and forecast aligned, enforcing Salesforce hygiene, building program reporting and partnering with business operations to translate cost to serve into clear gross margin insights and turn data into choices on growth, pricing and investment.

Responsibilities

• Produce the monthly operational forecast for the portfolio in partnership with Strategic Finance, Sales, Customer Success and Biz Ops.
• Maintain forecast integrity by analyzing pipeline variance to forecast and documenting business reasons in a clear change log.
• Develop a full understanding of monthly forecast drivers, document them with definitions and owners and keep the driver library current.
• Conduct forecast scenario modeling to assess planning and contingencies.
• Enforce Salesforce hygiene and stage discipline with stakeholders ensuring required fields, stage definitions and handoffs are followed.
• Build and maintain program reporting in Tableau that tells the story of performance trends, risks and opportunities for leadership reviews.
• Partner with Biz Ops to map cost to serve and surface gross margin by offering and division, highlighting levers to improve mix and utilization.
• Identify and drive process improvements including the creation of standard and ad‑hoc reports, tools and increase productivity by developing automated reporting/forecasting tools.
• Lead regular cadences for pipeline change reviews, actuals vs forecast reviews and preparation for monthly/quarterly/annual business planning.
• Maintain tight documentation of processes, SOPs, metric definitions and change logs so the operating cadence is clear and auditable.

Requirements and Areas of Expertise

• 5 Years with a Bachelors degree in Business, MBA is a plus.
• Operational Analytics: pipeline health and lifecycle, velocity, deal quality, segmentation, cost‑to‑serve patterns, Customer Lifetime Value, ROI.
• Financial acumen: revenue mechanics, bookings vs billings, cost to serve, gross margin, unit economics, budgeting and variance basics.
• Excel modeling: driver‑based models, structured workbook design, scenario and sensitivity worksheets, Power Query for refresh and joins, comfort connecting tables and using relationships, strong use of named ranges and dynamic arrays, robust checks for data integrity.
• Tableau: calculated fields, table calculations, parameters, actions, performance tuning and clear storytelling that highlights the right metrics, trends and decision points.
• Salesforce: pipeline flows and stage design, field governance and required‑field design, hands‑on data stewardship and partnering with Sales to optimize process and hygiene.
• Data fundamentals: metric definitions, lineage and change control, basic SQL, data quality practices.
• Communication and influence: concise executive‑ready writing and visuals; ability to drive alignment and compliance across Sales, CS, Product, Engineering and Finance.
• 3 to 5 years in Sales Ops, RevOps, FP&A or similar.

Nice to have

• Programming for automation in Excel or pipelines such as VBA or Python.
• Workflow automation or lightweight modeling experience.

Toshiba Global Commerce Solutions is a dynamic, billion‑dollar global company based in Research Triangle Park, NC, providing retail store solutions to your favorite brands. Have you ever been in a hurry and made use of the self‑checkout at Lowe’s Foods, earned fuel rewards at Kroger or just paid for purchases at retailers such as Walmart, Michaels, Carrefour, The Gap, Calvin Klein, Boots, Cencosud, BJs or Costco? These are just a few examples of our in‑store solutions and impressive customer base that made us the world’s installed market share leader.

The nature of retail is changing quickly, so if you share our Together Commerce vision of a seamless two‑way participatory shopping experience, let’s get together to drive the new economy.

Benefits

• Group health coverage (medical, dental & vision)
• Employee Assistance Programs
• Pre‑tax spending accounts
• 401(k) plan (with company match)
• Company‑provided life insurance
• Pet Insurance
• Employee discounts
• Generous paid holiday schedule, paid vacation & sick/personal days

EEO

Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories consistent with legal requirements.

Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email to request an accommodation.

Diversity, Equity & Inclusion

We at Toshiba Global Commerce Solutions firmly believe that our people are an integral part to the success of our customers. Further, we’re committed to Diversity, Equity and Inclusion for all our people as highlighted by our 5 Core Principles (Create, Outreach, Foster Belonging, Unleash Opportunity, Diverse Cultural Engagement and Culture of Transparency). We’re passionate about our customers, the retail industry and becoming a more responsible company as we help create a brighter future.

Key Skills

Cognos, Forecasting, Hyperion, Microsoft Access, Pivot tables, Accounting, Analysis Skills, Microsoft Excel, Financial Analysis, Financial Modeling, Budgeting, Financial Planning